﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Tata Aggressive Hybrid Fund</Fund_Name><Option_Names_Regular__Direct>Tata Hybrid Equity Fund Regular Plan - IDCW Periodic,Tata Hybrid Equity Fund Direct Plan - IDCW Periodic,Tata Hybrid Equity Fund Regular Plan - Growth,Tata Hybrid Equity Fund Direct Plan - Growth,Tata Hybrid Equity Fund Regular Plan - IDCW Monthly,Tata Hybrid Equity Fund Direct Plan - IDCW Monthly,</Option_Names_Regular__Direct><Fund_Type>An open ended hybrid scheme investing predominantly in equity &amp;amp; equity related instruments.</Fund_Type><Riskometer_At_the_time_of_Launch>Very High</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Aggressive Hybrid Fund</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>Not Applicable</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity and Equity Related Instruments 65% - 80%, Debt*, Money Market and Cash 20% - 35%, InvITs, ETCDs, Gold ETFs and Silver ETFs as permitted by SEBI 0% - 15%,                                                                                                                           Units of InvITs # 0% - 10%, Investment in ETCDs 0% - 10%. The scheme may invest in another scheme under the same asset management company or any other mutual fund without charging any fees, provided that aggregate inter-scheme investment made by all schemes under the same management or in schemes under the management of any other asset management company shall not exceed 5% of the net asset value of the mutual fund. Such investments shall be made in the schemes which are permitted by SEBI from time to time. # A mutual fund may invest in the units of InvITs subject to the following: (a) No mutual fund under all its schemes shall own more than 10% of units issued by a single issuer of InvIT; and (b) The scheme shall not invest – i. more than 10% of its NAV in the units of InvIT; and ii. more than 5% of its NAV in the units of InvIT issued by a single issuer Units of Equity Mutual funds will be considered under allocation for Equity and Equity related instruments and Units of Fixed Income mutual funds will be considered under allocation for  Debt &amp;amp; Debt related instruments</Stated_Asset_Allocation><Face_Value>10</Face_Value><NFO_Open_Date>30-Aug-1995</NFO_Open_Date><NFO_Close_date>07-Oct-1995</NFO_Close_date><Allotment_Date>08-Oct-1995</Allotment_Date><Reopen_Date>08-Jan-1996</Reopen_Date><Maturity_Date_For_closedend_funds>Not Applicable</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>CRISIL Hybrid 35+65 - Aggressive Index</Benchmark_Tier_1><Benchmark_Tier_2>Not Applicable</Benchmark_Tier_2><Fund_Manager_Name>FM-1 Satish Chandra Mishra, FM-2 Murthy Nagarajan, FM-3 Amit Somani</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>FM-1 Primary, FM-2 Primary, FM-3 Assistant Fund Manager</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>FM-1 01/11/2019, FM-2 01/04/2017, FM-3 01/06/2026</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 2.14, Direct 1.20</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.</Exit_Load_if_applicable><Custodian>HDFC Bank LTD</Custodian><Auditor>S.R. Batliboi &amp;amp; CO. LLP</Auditor><Registrar>Computer Age Management Services Limited</Registrar><RTA_Code_To_be_phased_out>BFD,BFDZ,BFG,BFGZ,BFMD,BFMDZ,</RTA_Code_To_be_phased_out><Listing_Details>Not Applicable</Listing_Details><ISINs>INF277K01295,INF277K01MM4,INF277K01303,INF277K01MN2,INF277K01CW4,INF277K01MP7,</ISINs><AMFI_Codes_To_be_phased_out>101222,119058,100414,119053,113134,119057,</AMFI_Codes_To_be_phased_out><SEBI_Codes>TATA/O/H/AHF/95/07/0003</SEBI_Codes><Minimum_Application_Amount>5000</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>1</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>1000</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>1</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>500</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>50</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>No mimimum balance required</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>No mimimum unit balance required</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Not Applicable.</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>For all units there is no minimum switch amount.</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>For all units there is no minimum switch units.</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable.</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable.</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Not Applicable.</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable.</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Applicable.</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP-- Monthly/Monthly/Quarterly/Quarterly/Weekly/Daily (Business Days)  ;STP --Monthly/Quarterly/Weekly/Daily (Business Days)  ;SWP --Monthly/Quarterly/Half-yearly/Yearly</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP-- 100.00/100.00/100.00/100.00/100.00/100.00  ;STP --500.00/500.00/500.00/500.00  ;SWP --500.00/500.00/500.00/500.00</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>SIP-- 1.00/1.00/1.00/1.00/1.00/1.00  ;STP --1.00/1.00/1.00/1.00  ;SWP --1.00/1.00/1.00/1.00</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>SIP-- 12 Instalments/6 instalments/6 instalments/4 instalments/12 instalments/12 instalments  ;STP --500.00 to 999.00 - 12 instalments; 
1,000.00 to 1,999.00 -  6 instalments;
2,000.00 and more - 3 instalments  ;SWP --1.00/1.00/1.00/1.00</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>SIP-- Any day/Any day/Any day/Any day/Monday-Friday/All Business Days  ;STP --Any day/Any day/Monday-Friday/All Business Days  ;SWP --Any day/Any day/Any day/Any day</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>SIP-- 999.00/Not Applicable/Not Applicable/Not Applicable/Not Applicable/Not Applicable  ;STP --Not Applicable/Not Applicable/Not Applicable/Not Applicable  ;SWP --</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>